Tag Archives: USA

Fight the Future

Mark Bergen gives us a Bloomberg article. The Sydney Morning Herald took it on (at https://www.smh.com.au/business/companies/inside-huawei-s-secret-hq-china-is-shaping-the-future-20181213-p50m0o.html). Of course the arrest of Meng Wanzhou, chief financial officer of Huawei Technologies is the introduction here. We then get the staging of: “inside Huawei’s Shenzhen headquarters, a secretive group of engineers toil away heedless to such risks. They are working on what’s next – a raft of artificial intelligence, cloud-computing and chip technology crucial to China’s national priorities and Huawei’s future” with a much larger emphasis on “China’s government has pushed to create an industry that is less dependent on cutting-edge US semiconductors and software“, the matters are not wrong, yet they are debatable. When I see ‘China’s national priorities‘ and ‘Huawei’s future‘ we must ask ourselves, are they the same? They might be on the same course and trajectory, but they are not the same. In the end Huawei needs to show commercial power and growth, adhering to China’s national needs are not completely in line with that, merely largely so.

Then we something that is a lot more debatable, when we get: “That means the business would lap $US100 billion in 2025, the year China’s government has set to reach independence in technological production” and by my reckoning, China could optionally reach that in 2021-2022, these three years are important, more important than you realise. Neom in Saudi Arabia, optionally three projects in London, two in Paris, two in Amsterdam and optionally projects in Singapore, Dubai and Bangkok. Tokyo would be perfect, yet they are fiercely competitive and the Japanese feel nationalistic on Japanese and at times more important, driven towards non-Chinese goods. In the end, Huawei would need to give in too much per inch of market share, not worth it I reckon, yet the options that Huawei has available might also include growing the tourist fields where they can grow market share through data service options, especially if the can Google to become part of this (in some places). In the end, the stage is still valid to see Huawei become the biggest 5G player in the field.

Then we get the first part of the main event. With: “It started working on customised chips to handle complex algorithms on hardware before the cloud companies did. Research firm Alliance Bernstein estimates that HiSilicon is on pace for $US7.6 billion in sales this year, more than doubling its size since 2015. “Huawei was way ahead of the curve,” said Richard, the analyst.” we see something that I have tried to make clear to the audience for some time.

June 2018: ‘Telstra, NATO and the USA‘ (at https://lawlordtobe.com/2018/06/20/telstra-nato-and-the-usa/) with: “A failing on more than one level and by the time we are all up to speed, the others (read: Huawei) passed us by because they remained on the ball towards the required goal.

September 2018: ‘One thousand solutions‘ (at https://lawlordtobe.com/2018/09/26/one-thousand-solutions/) with: “we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company.

Merely two of several articles that show us the momentum that Huawei has been creating by stepping away from the iterative mobile business model and leaping technologically ahead one model after the other. If you look at the history of the last few years, Huawei went from P7, Mate 10, Nova 3i and Mate 20 Pro. These 4 models in a lifecycle timeline have been instrumental for them and showing the others that there is fierce competition. The P7, a mere equal to the Samsung Galaxy 4 in its day, yet 43% cheaper for the consumer, and now they are at the Mate 20 Pro, which is 20% cheaper than the Samsung Galaxy Note9 and regarded as better in a few ways. In 4 cycles Huawei moved from optionally a choice to best in the field and still cheaper than most. That is the effect of leaping forward and they are in a place where they can do the same in the 5G field.

We are confronted with the drive with the statement: “Huawei is throwing everything into its cloud package. It recently debuted a set of AI software tools and in October released a new specialised chip, called the Ascend. “No other chip set has this kind of capability of processing,” Qiu said.” This viewed advantage is still a loaded part because there is the fact that China is driven towards growing the AI field, where they, for now have a temporary disadvantage. We might see this as a hindrance, yet that field is only visible in the governmental high end usage that there is and consumers like you and me will not notice this, those who claim it and create some elaborate ‘presentation’ into making the water look muddy. When your life is about Twitter, LinkedIn and Facebook, you will never notice it. In the high end usage, where AI is an issue, they are given the cloud advantage that others cannot offer to the degree that is available to non-governmental players (well, that is what it looks like and that is technologically under consideration, yet it does look really nice).

When we look towards the future of Huawei we clearly see the advantages of the Middle East, especially Saudi Arabia, UAE and optionally Qatar if they play their cards right. Latin America is an option, especially if they start in Argentina, where they could optionally add Uruguay overnight, branching out towards Chile and Paraguay will be next leaving the growth towards Brazil. Yet in that same strategy add Venezuela and Colombia first would enable several paths. The business issue remains, yet being the first to have an additional appeal and if it pisses off the Americans Venezuela gets on board fast often enough. The issue is more than technological. The US still has to prove to the audience that there is a 5G place for them all and the infrastructure does not really allow for it at present, merely the metropolitan areas where the money is, driving inequality in the USA even further.

If visibility is the drive than Huawei is very much on the right track and they are speeding that digital super highway along nicely. Yet in opposition to all this is the final paragraph in the SMH. When we see: ““As long as they stick to the game plan, they still have a lot of room to grow,” he said. “Unless the US manages to get their allies to stop buying them.”” This is a truth and also a reassurance. You see the claim ‘Unless the US manages to get their allies to stop buying them‘, gets us to an American standard. It was given to us by the X-Files in the movie with the same name, or perhaps better stated Chris Carter gave it to us all. The end he gives us: “He is but one man. One man alone cannot fight the future“, it equally applies to governments too, they might try to fight the future, yet in the end, any nation is built from the foundation of people, stupid or not, bright or less so, the larger group can do arithmetic and when we are confronted with a Huawei at $450, or an Apple iPhone at $2350, how many of you are desperately rich enough to waste $1900 more on the same functionality? Even when we add games to the larger three (Facebook, LinkedIn & Twitter), most phones will merely have an optional edge and at $1900? Would you pay for the small 10% difference that 1-3 games optionally offer? And let’s not forget that you will have to add that difference again in 2 years when you think that you need a new phone. The mere contemplation of optimised playing free games at $77 a month makes total sense doesn’t it? So there we see the growth plan of Huawei, offering the top of the mountain at the base price and those in denial making these unsubstantiated ‘security risk’ claims will at some point need to see the issue as Verizon is the most expensive provider in the US, So when I see $110 per month for 24 GB of shared data, whilst I am getting 200GB for $50, I really have to take an effort not to laugh out loud. That is the 5G world, the US faces and whilst there was an option for competitive players in the US, the Huawei block is making sure that some players will rake in the large cash mountain for much longer and there others are making fun of my predictions, and now that I am proven to be correct, they are suddenly incommunicado and extremely silent.

As such, when I predicted that the US is now entering a setting where they end up trailing a field that they once led, we will see a lot of growth of Chinese interests. In all this, do you really think that it will stop at a mere 5G walkie talkie? No, with 5G automation and deeper learning, we will see a larger field of dash boarding, information and facilitation to the people and Huawei will optionally rule that field soon enough, with a few non Americans nipping at their heels for dominance because that is the nature of the beast as well. Progress is a game for the hungry and some players (specifically the US) have forgotten what it was like to be hungry. Australian Telstra made similar mistakes and moved their Share price of $6.49 to $3.08 in the stage of 3 years, a 52% loss of value, and when (not if) Huawei pushed the borders all over the place, those people with a Verizon Protective State of Mind will end up seeing Verizon going in a similar setting, because that is also the consequence of adhering to what I would consider to be a form of nationalistic nepotism. The UK already had its ducks in a row for the longest of times (and that island has less ground to cover, which is a distinct advantage), so there BT has options for now and over time they might adhere to some of their policies as is required, the US is not in that good a position and Huawei merely needs to flash a medium purse of cash to show the people in the US that a place like Buenos Aires can offer the masses more and faster than those on better incomes in the US, because the pricing model allows for such a shift.

In this the problem is not a short term one, even as US giants are supposed to have the advantage, we also see that the workforce is not properly adhered to, the US (and the UK) have a massive, not a large, but a massive disadvantage when it comes to STEM students, a disadvantage that China does not have. The AI field is not something that is solved over the next 3 years, so as those with educations in Science, Technology, Engineering and Mathematics is dwindling to some degree in commonwealth nations and America, China can move full steam as the next generation is pushed into high end ambition and careers. As such the entire AI shortfall against America can be overcome much easier by places like China and India at present. It is not merely the stage of more graduated students; it is about groups of graduated students agreeing on paths towards breakthrough solutions. No matter how savant one student is, a group is always more likely to see the threat and weakness of a certain path and that is where the best solution is found faster.

Will we ‘Fight the Future’?

The issue is not the American polarised view, it is the correctly filtered view that Alex Younger gave us initially, it is not incorrect to have a nationalistic protective view and Alex gave the correct stage on having a national product to use, which is different from the Canadian and Australian path proclaimed. We agree that it is in a national required state to have something this critical solved in a national way (when possible that is), in this the path to have a Huawei 5G stage and then reengineer what is required is not wrong, yet it is optionally with a certain risk and when that path is small enough, it is a solution. The UK is largely absolved as it had BT with the foundations of the paths required, just as Australia has Telstra, yet some countries (like Australia) become too complacent, BT was less complacent and they have knowledge, yet is it advanced enough? We agree that they can get up to speed faster, yet will it be fast enough? I actually do not know, I have no data proving the path in one direction or the other. What is clear is that a race with equal horses provides the best growth against one another, the competitiveness and technological breakthroughs that we have seen for the longest time. That path has largely been made redundant in the US and Australia (I cannot say for certain how that is in Canada).

Even as Huawei is gaining speed and being ahead of it all is still a race by one player, the drive to stay ahead is only visible on the global field, and it is an uncertain path, even if they have all the elements in their favour, what is clear is that this advantage will remain so for the next 5 years and unless certain nations make way for budgets growing the STEM pool by well over 200% their long term disadvantage remains in place.

The versusians

In this stage we need to look in the pro and con Huawei field. In the pro field, as Huawei set the stage for global user growth, which they are seemingly doing, they have the upper hand and they will grow to a user base that grows from servicing a third of the internet users to close to 50%, that path is set with some certainty and as such their advantage grows. In the opposition of that, players like need to step away from the political empty headed failure of enabling the one champion stage of Verizon and Telstra, diversity would give the competitive drive and now it is merely Telstra versus Vodafone/TPG, is means that there will be a technological compromise stage where none of the two surges ahead giving players like Huawei a much larger advantage to fuel growth,

How wrong am I likely to be?

So far I have been close to the mark months in advance compared to the big newspapers only giving partial facts long after I saw it coming, so I feel that I remain on the right track here. The question is not merely who has the 5G stage first, it will be who will facilitate 5G usage more complete and earlier than the others, because that is where the big number of switchers will be found and players like TPG and Vodafone have seen the impact of switchers more than once, so they know that they must be better and more complete than the other brand. Huawei knows it too, they saw that part and are still seeing the impact that goes all the way back to the P7, and that is where Apple also sees more losses, We were informed a mere 9 hours ago: “Piper Jaffray cuts its Apple (NASDAQ:AAPL) price target from $250 to $222 saying that recent supplier guidance cuts suggest “global unit uptake has not met expectations.”” another hit of a loss to face, optionally a mere 11.2% yet in light of the recent losses, they faced, we see what I personally feel was the impact of the ridiculous stage of handing the audience a phone of $2369, optionally 30% more expensive than the choice after that one, even if the number two is not that much less in its ability. The stage where marketeers decide on what the people need, when they all need something affordable. It personally feels like the iMac Pro move, a $20K solution that less than 0.3% of the desktop users would ever need, and most cannot even afford. That is driving the value of Apple down and Huawei knows that this egocentric stage is one that Apple et al will lose, making Huawei the optional winner in many more places after the first 5G hurdles are faced by all.

Do you still think that Apple is doing great? A company that went from a trillion to 700 billion in less than 10 weeks, which is an opportunity for the IOS doubters to now consider Huawei and Samsung, even as Huawei will statistically never get them all, they will get a chunk and the first move is that these users moved away from IOS, and as Android users they are more easily captured towards user hungry players like Huawei by its marketing, that is the field that has changed in the first degree and as people feel comfortable with Huawei, they will not consider getting more Huawei parts (like routers for the internet at home) and that continues as people start moving into the 5G field. You see, we can agree that it is mere marketing (for now), yet Huawei already has its 5G Customer-premises Equipment (as per March 2018). this implies that with: “compatible with 4G and 5G networks, and has proven measured download speeds of up to 2Gbps – 20 times that of 100 Mbps fiber“, that they can buy their router now, remain on 4G and when their local telecom is finally ready, 5G will kick in when the subscription is correct. It is as far as I can tell the first time that government telecom procedures are vastly behind the availability to the consumer (an alleged speculation from my side).

Do you think that gamers and Netflix people will not select this option if made available? That is what is ahead of the coming options and that is the Future that some are fighting. It is like watching a government on a mule trying to do battle with a windmill, the stage seems that ridiculous and as we move along, we will soon see the stage being ‘represented’ by some to state on the dangers that cannot (or are ignored) to be proven.

The moment other devices are set towards the 5G stage, that is when more and more people will demand answers from industrial politicians making certain claims and that is when we see the roller-coaster of clowns and jesters get the full spotlight. This is already happening in Canada (at https://www.citynews1130.com/2018/12/13/huawei-and-5g-experts-clash-on-the-risk-to-canadas-national-security/), where City News (Ottawa) gives us: “I can’t see many circumstances, other than very extreme ones, in which the Chinese government would actually risk Huawei’s standing globally as a company in order to conduct some kind of surveillance campaign“, something I claimed weeks ago, so nice for the Canadian press to catch up here, in addition when we are given: ““This can be used for a lot of things, for manipulation of businesses to harvesting of intellectual property,” Tobok said. “On a national security level, they can know who is where at any given time. They can use that as leverage to jump into other operations of the government.” those people knowingly, willingly and intentionally ignore the fact that Apps can do that and some are doing it already. The iPhone in 2011 did this already. We were given: “Privacy fears raised as researchers reveal file on iPhone that stores location coordinates and timestamps of owner’s movements“, so when exactly was the iPhone banned as a national security hazard? Or does that not apply to any Commonwealth nation when it is America doing it? Or perhaps more recent (January 2018), when Wired gave us: “the San Francisco-based Strava announced a huge update to its global heat map of user activity that displays 1 billion activities—including running and cycling routes—undertaken by exercise enthusiasts wearing Fitbits or other wearable fitness trackers. Some Strava users appear to work for certain militaries or various intelligence agencies, given that knowledgeable security experts quickly connected the dots between user activity and the known bases or locations of US military or intelligence operations.” So when Lt. Walksalot was mapping out that secret black site whilst his Fitbit was mapping that base location every morning job, was the Fitbit banned? Already proven incursions on National security mind you, yet Huawei with no shown transgressions is the bad one. Yes, that all made perfect sense. I will give Wesley Wark, a security and intelligence specialist who teaches at the University of Ottawa a pass when he gives us: “Still, Canada can’t afford to be shut out of the Five Eyes or play a diminished role in the alliance, and if Britain decides to forbid Huawei from taking part in its 5G networks, Canada could not be the lone member to embrace the company“, OK that is about governmental policy, not unlike Alex Younger there is a claim to be made in that case, not for the risk that they are or might be, but the setting that no government should have a foreign risk in place. This is all fine and good, but so far the most transgressions were American ones and that part is kept between the sheets (like catering to IBM for decades), or leaving the matter largely trivialised.

It is pointless to fight the future, you can merely adhere to swaying the direction it optionally faces and the sad part is that this sway has forever been with those needing to remain in power, or to remain in the false serenity that status quo brings (or better stated never brings). True innovation is prevented from taking grasp and giving directional drive and much better speeds and that too is something to consider, merely because innovation drives IP, the true currency of the future and when we deny ourselves that currency we merely devaluate ourselves as a whole. In this we should agree that denying innovation has never ever resulted in a positive direction, history cannot give us one example when this worked out for the best of all.

 

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Behind the facade

There is a question, there are several questions and for the most we have been ignorant of these questions because we give more unruly validity to the populist masses. ABC questioned it yesterday evening with: ‘Why is Huawei so controversial and being targeted by foreign governments?‘,  the article (at https://www.abc.net.au/news/2018-12-07/why-is-chinese-tech-company-huawei-being-targeted/10593156) is an excellent piece by both Ian Burrows and Jack Kilbride, and it is brilliant that for the most we see questions, we see questions that are important. In equal measure we see answers and points made. Points that most of the media shunned from, it all starts with: “The dramatic arrest in Canada of a top Chinese technology executive for possible extradition to the United States has sent stock markets plummeting and cast doubt on a recent US-China trade truce“. We see the shot across the bow with: “Reports say Ms Meng is facing extradition to the US on suspicion she violated US sanctions against Iran“. So there we have that they are not giving us the fact that they have evidence, merely that they have suspicions and that is why the extradition had been started. A woman in high office and that is the one you arrest, right? The fact that Meng Wanzhou is the daughter of company founder Ren Zhengfei might merely be icing on the American cake. As I personally see it, it has nothing to do with any of that, it is not about any option that involves Iran, if so dozens of Indian nationals and Russians would have been in a similar state, yet they are not. America is not acting there are they? No, America is afraid, it has been for a long time and for the longest of times they were looking in the wrong direction. As the cowards they have shown themselves to be 4 times over, they got played and Huawei, especially Ren Zhengfei knows how to play this game and brokered deal after deal. Facilitating towards fintech, but not facilitating to fintech, two very different stages. And now we get: “It says it operates in more than 170 countries, has 180,000 employees and serves more than a third of the world’s population“, that is the fear, because if wealth is set to the currency of data, American businesses don’t really hold a candle anymore do they? I have the goods on $2 billion in value, yet I do not trust anyone, especially the American corporations that hide behind ‘misunderstanding’, ‘miscommunication’ and inflated or deflated values as their need for greed requires. That is why people go directly towards places like Google and Huawei as they tend to cater (more) correctly, as long as their corporate targets are met. The fear of no longer being regarded as an entity that matters is the new fear of America. And with 1/3 of the population catered by a Chinese conglomerate and well over 40% by others moves America from the number one players to a player in the top 6. And you know Americans, they only respect number one, and the idea that this is a Chinese company is just too offensive to them.

The article has more. When we revisit “New Zealand’s international spy agency also followed Australia’s lead, banning the use of Huawei equipment in its planned 5G upgrade, saying it posed a “significant network security risk”“, we are introduced to more lies, lies propagated by America. It was an utter step of stupidity. At present no evidence has ever been submitted that Huawei was a risk and the idea that they serve a third of the population is a debilitating fear that America is unable to deal with, it is like anti-communism on steroids, a new cold war where America is optionally not in pole position. You see, this is in opposition to MI6 chief Alex Younger, he never claimed this. He stated that the British government (or any government for that matter) should never be at risk and should never hand out such levels of infrastructure risk to others. That is perfectly valid, it is a policy choice and the United Kingdom would be well off to take that step. Now we do get that it makes things harder for others, yet in an age of data to not have your own technology in place is ludicrous. That is a fair point to have, and that is valid, very valid. Yet the simpletons under us give us unwarranted and invalidated ‘significant network security risk‘, so please feel free to explain to me when stupidity was a good idea in any setting of data or security?

Concerns

There are concerns when ANY company growths to the size of Huawei, we cannot deny that, you merely have to look at the stupidity Facebook has shown in the last 61 weeks, three days and 6 hours to realise that part of the equation. And the article gets us to a statement that matters, so when we see: “There has long been concern that Huawei is not that separated from some of the Chinese security apparatus and there are suggestions its equipment could be used for spying“. OK, the concern is valid, yet is it happening? Is there a cause for concern, for genuine concern? Optionally there is and it merely gives empowerment to the statement that Alex Younger gave us, not the dozen of Punch and Judy characters claiming the unproven ‘significant network security risk‘. There is a difference you know.

We can argue that there is another part that matters. I remember reading a paper form Shanghai University (2010) who made the setting that there is a theoretical part in AES256 that makes it viable to unnerve the encryption (I did not say hack it). It requires quantum computing skills, but still there was an interesting part in the paper that reminded me of another stage (I will not go deeper into it now).

Going back to the concerns, we see a part by Fergus Hanson, that is valid, yet is it a real concern? He gave us: “The biggest concern is, whether they want to do it or not, they can be compelled by the Chinese Communist Party to spy and conduct espionage on the Chinese Communist Party’s behalf“, I am not sure whether it is valid. It should not be ignored, yet in this age of economy and revenue (and profit) would you want to endanger the goose with its golden eggs when a third of a population is using your products? When you get people by the billion handing data to Facebook and a league of other sources, when that data is already accessible, why push further at present? That is the stage Chinese intelligence is in, and even as we cannot ignore that danger, do you think anyone in the Chinese intelligence chair (namely Chen Wenqing) would be allowed to keep his seat if he directly endangered Chinese economy to that degree?

And how did China react? When the opportunity came up to bash President Trump and his personal iPhone, we see: “Chinese Foreign Ministry spokeswoman Hua Chunying dismissed the claims and suggested that “if they are really very worried about Apple phones being bugged, then they can change to using Huawei,” instead“, in one shot, brilliant!

When China is that proud of its devices, would they want to be proven wrong? Would they want to?  And whilst we consider how to hack the phone, we forget that there is another way: Kaspersky (at https://www.kaspersky.com/blog/hacking-cellular-networks/10633/) gave us all the way back in 2015: “It was last year when a new method of attack on cellular networks was discovered. It requires neither costly radio scanners nor PC powerhouses and is available to virtually anyone. Besides, carriers have no practical means of protecting against this type of attack“, everybody is crying over the milk being stolen whilst criminals are getting direct access to all the cows in the land, how did that make sense, like ever?

And the hacking gets to be worse. One source giving us: “Interestingly enough, the 3GPP, the organization in charge of setting mobile data network standards and enforcing them, also acknowledged the issue in 2006 but chose to do nothing about it. Researchers brought up this vulnerability to the world in 2015 in a paper titled: Practical attacks against privacy and availability in 4G/LTE mobile communication systems.  That same year, the ACLU managed to obtain documents that described the stingray surveillance device had identical functionalities. In the following year, Zhang Wanqiao of Qihoo 360 extended the practical attack described by the initial researchers and presented on it at DEFCON 24 in August of 2016. Now, at Ruxcon in October of 2016, the attack has been demonstrated and been proven to work on all LTE networks with readily available gear“, and in all this Huawei was never part of this, yet that is where the focus remains and whilst this push goes through, we see a short sighted approach. I am not worried on the risk via Huawei, there is enough evidence out there that the concern is not ‘Is Huawei the danger’, it is whether these so called politicians playing with their Punch puppets are setting the stage that hacking becomes increasingly easy for others to hack it.

So here we are, in a stage where America is already facing energy hikes, hikes that started at a mere 5% hours ago as they agreed ‘to cut global oil production by 1.2 million barrels a day‘, something I saw coming two weeks ago. Now we get a new stage, not merely a technological one, it will be a field of what I call ‘techno-facilitation‘, As the 5G pressure changes, places like Huawei are pushing not for the parts they are rejected from, but the consumer parts, the smart devices that are added to more and more non smart devices on a daily basis. Some might have seen the ‘Samsung Family Hub 2.0 Smart Fridge‘. To oversimplify it, it is a fridge with a tablet on the front door (at https://www.youtube.com/watch?v=AaKh5qJrTKQ), as we see more applications towards smart devices, these solutions all require interfaces and there Huawei has options and already an advantage. You see, the chance of a players like Gorenje, Hoover, Beko or AEG taking their own department into 5G technology of get a Huawei package is another matter. Soon enough we will see that Huawei will merely spread out, perhaps not allowed be part of the 5G infrastructure, yet as Huawei has shown to be economically terrific towards the consumer, they will get more and more options, and every delay and disappointment the others are making will quickly infuriate the consumers and tax payers to a larger extent.

The bigger worry is not the one; it is the other (nice and cryptic). You see, Huawei can afford to wait to some degree, as we see the perpetuated non truths of devices being pushed forward, the replacements better do a whole lot better and they are unlikely to do so. When we see another failure in 5G start and we see transgressions and those screaming that ‘Huawei’ was a danger, the moment they cannot prove it and their ‘friends’ give us a device that is malicious, the blowback will be enormous. There is already cause for concern if we go by CNBC. They give us a few points that show the additional fear that America has on Huawei.

We get: ‘T-Mobile says a nationwide network will launch in 2020‘, optional a year AFTER Huawei is ready to launch 5G, and then we get: “most people won’t be able to access them since they’ll only be available in a small number of markets next year. Plus, the way we use phones today won’t really require the faster data speeds 5G will offer. Today’s 4G LTE networks are more than fast enough for all the video and music streaming you want to do on your phone“, is it not interesting that something as fragile as 4G LTE is to hacking, which has been known for the longest of times is still the pushed solution? And I personally interpreted “won’t really require the faster data speeds 5G will offer“, is more like a way to state, ‘we cannot offer it’ versus ‘You do not need it’, you merely have to watch Netflix on a tablet in 4K to see that need prop up overnight. All these excuses and intentional phrased denials in a stage without Huawei is why there is such a large issue. I get where Alex Younger is coming from, the rest is merely trying to avoid panic of no longer being a person that matters in the mobile industry, the fact that Huawei grew so fast and so large is the biggest fear that they have because whatever they win, Wall Street optionally loses. Screens behind mirrors, facades behind facades and they are all in fear of being considered redundant in a technological age that is still not slowing down.

And I am not alone here. The New York Times (at https://www.nytimes.com/2018/12/07/opinion/huawei-meng-wanzhou-china-arrest.html gives us: “This week, the White House released a five-year plan around STEM education — science, technology, engineering and math — that is not nearly robust enough to make the Chinese even slightly nervous that we can keep up with their decidedly more aggressive efforts to train their work force for the next era of computing“, the short and sweet part is that America is not ready to take any lead anywhere for the next 15 years. In addition we see: “I am perplexed about why the Trump administration has been such an embarrassment when it comes to the kind of actual leadership and vision needed to keep the United States at the forefront of the tech race“. This is where he is wrong, you see this is not on President Trump, this is a failing that goes back to the Bush era, the era before President Obama. What had to be done then was not done and now the impact is a lot larger than it could have been. So when we see the quote “everyone would feel a lot more confident if the government was also focused on investing more in American innovation and if the crackdown looked less chaotic“, we see the fear from the US, it is not ready, it has failed innovation and the mistakes made are optionally debilitating the next 15 years of innovation. Chine is primed and ready and that is where we see the fear. American is pushing itself towards becoming a third world nation, they did this all by themselves, and it goes further than merely technology. The US has shown a lack of insight for a much longer time. As we see US Defense giving us: “The Navy is asking Congress to fund a conversion of its 600-foot stealth destroyers from primarily a land attack ship to an anti-surface, offensive strike platform, according to budget documents released Feb. 12“. It was earlier this year. It matters as we see merely 2 weeks ago: “The destroyer Zumwalt’s big guns don’t have any ammo, and the Navy may ditch them entirely because they don’t even work right“, so we are confronted with ‘a request for $89.7 million’ to make it better, that thing costed billions in research, it took half a billion to make, it is useless (decently ugly) and in 4 hours I had a $3.5 million concept solution to sink it. In all honesty I have to admit that my idea was designed to sink the Iranian fleet, but this vessel is just slightly too insulting for comfort. The Digital Journal did some of the legwork form me with: ‘Can’t fire its guns due to massive $1 million per round cost‘, ‘May lose stealth due to redesign limitations‘ and ‘Cuts to stealth capacity add up to many more risks in combat‘. The article (at http://www.digitaljournal.com/tech-and-science/technology/op-ed-accountancy-vs-usazumwalt-a-stupid-story/article/538102) has a lot more and my mere $3.5 million solution, which is a simple redesign from something made in the 70’s. I saw it as a way to turn Iranian cruisers into submarines (with air-conditioning). It is murder on the lungs, but good for non-Iranian morale and as such it was a great idea. It could be easily adjusted to park the USS Zumwalt at 18°38’18.9″S 147°10’15.3″E and help it grow coral for the Great Barrier Reef, all problems solved.

My issue links it as we see the problem, they are linked because we failed the STEM education path for well over a decade, so there is a massive shortage. There is a reason why the larger players like Salini Impregilo are looking at Universities all over the world seeking quality Engineers and they are not alone, the shortage is close to global and there we see the growing advantage that China is now showing to have. The fact that America is showing such levels of non-vision, even within their own navy results is exactly what they are shouting in fear.

I would go one step further in the proclamation that America is not afraid of what China can do, they have no one left to show them and explain to them what the Chinese capabilities are and that is a lot more fearful than anything else. That is how I see it (and I might per 100% wrong), yet consider the failings we have seen in the last year alone, the emotional push in places where logic require to prevail, the inability to counter what should not have been a threat. The Mabna Institute in March: “The DOJ says the hackers stole 31 terabytes of data, estimated to be worth $3 billion in intellectual property. The attacks used carefully crafted spearphishing emails to trick professors and other university affiliates into clicking on malicious links and entering their network login credentials” (source: Wired). Not the fact that it happened, the stage that it took forever to find and do something is equally part in all this. June gave us: “marketing and data aggregation firm Exactis, which left about 340 million records exposed on a publicly accessible server. The trove didn’t include Social Security numbers or credit card numbers, but it did comprise 2 terabytes of very personal information about hundreds of millions of US adults” and important here is that these are the so called clever people. Those with fat incomes and nice additional perks, if they cannot contain the issue, the underpaid, undervalued and overworked IT people at the US government truly have no chance at all, do they?

The facades behind the facades are shining through 10 windows all without curtains or coding (at https://www.theregister.co.uk/2018/12/06/windows_10_security_questions_remotely_defined_answers/) and it gets to be a lot worse in 2021 when 5G hits full force everywhere, it is a cyber criminals dream coming true. Huawei is in all this merely the smallest blip on the radar and that realisation should hit us fast and quick, because at present, the only way to keep your data safe is to educate yourself, no one else will, they do not know how.

 

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The Saint’s parcel

Today it is December 5th, in the Netherlands that means it is St Nicholas day. It is the Dutch version of Santa Claus, but with a difference. The story goes back to the Greek bishop of Myra, what is now known as Turkey (270-340 AD). Saint Nicholas is the patron Saint of children and the day preceding his birthday (6th December) it is the evening of presents and all the kids (until a certain age) will receive a present.

As you might imagine the week before all this, things can get really hectic, especially in the toy stores, on a global scale when we see Thanksgiving, St. Nicholas and Christmas, the numbers given to us by power retail ‘Cyber Monday Breaks Record, Becomes “Biggest Sales Day Ever”‘, these numbers makes sense as moments like Black Friday, Cyber Monday and other deal moments with discount sales is what people look for globally so that they can show their kids that there are happy times, even if it is just for a day or two. Variety gives us (at https://variety.com/2018/gaming/news/nintendo-switch-sales-holiday-sales-figures-1203038569/) even more. With their headline ‘Nintendo Sold $250 Million in Products from Black Friday to Cyber Monday in U.S.‘, they are showing a setting that is awesome.

More important it is their e-commerce sales of games that is partially taking the cake with the statement: “The Nintendo Switch is now the best-selling Nintendo console in U.S. history for that five-day period, surpassing even Wii system sales, the company announced Wednesday.” Even as we see “Nintendo’s overall goal for the financial year of 38 million units sold, though analysts are still predicting it will fall just short, hitting about 35 million“, yet in all that the analysts are eager to avoid the one setting that matters, in under two years the Nintendo Switch is about to equal the lifetime sales of the Xbox One, a number that is very impressive as the Xbox One had 300% of the time frame to get to this point. And overall the entire Microsoft issue is expected to hit a few more bumps in the road. Software was the key in all this and Nintendo does comprehend quality software. The curve is changing for the better for Nintendo as their demo stations are all over game shops like EB Games. Parents can see how amazing it looks and as the kids are having a go at playing kart and playing Mario Odyssey, we see (as I saw) that the parents are getting a smile on their faces. It is a family friendly system, where violence is limited to a paint gun with a colour. And as we see the greats (Diablo 3) added to the Switch, we see an amazing list of games titles we see a system that is more and more overwhelming when it comes to quality gaming. A game setting where quality is not the silly notion of high level graphics, no! Quality gaming is the level of fun you get out of it and Nintendo is turning heads around and for the first time in history Sony is starting to get worried as the setting now is that this year Switch surpassed the Sony PlayStation. Now that does not means that Sony is number two, they have well over 250% in number of consoles in the field, yet the fact that Nintendo is closing the gap slightly and surpassing Microsoft has never been seen before in the age of gaming. I loved my GameCube (I still miss Mario Sunshine even today), I loved the games I had and when I saw that the Wii was backward compatible I did not hesitate, yet the Switch is showing to be up to the challenge of equalling this in quality gaming. In this we see that Nintendo is getting it right and even as I questioned the stupidity of analysts with their ‘predicting it will fall just short‘, I believe that their entire setting is bogus. Nintendo has the goods and is showing it has equaled the challenge gaining on the larger advantage that Sony has and surpassing what was once the great Microsoft console and the most powerful console? It might be, yet when it offers a mere 25% of the family fun, I wonder what some people choose.

Now, we do not state that the Xbox cannot deliver the goods, yet we have always known that Nintendo was a family and younger player system. Now that we can be on the road, play on TV (via dock) and have access to some of the most addictive games (Diablo 3, Mario Kart, Skyrim, Minecraft, Rocket league) and so many more titles we need to wonder what the others did wrong.

Well they didn’t!

They made a choice and they continued on that path, Microsoft thought what it had to compete with Sony and they did not end up doing that, they soured their own milk from the very beginning in policy and hardware, they refused to listen to their gamers and they are still losing traction in the process. Even as some corrections and some really good ideas have been launched (Game Pass), they have too much to catch on. Nintendo remained on the family fun and family friendly path and they merely gained speed, and within a year they pushed for a speed that would surpass Sony annual sales and they seemed to have done it in 2018 (the official numbers are not out yet). However the consoles and the quarter of a billion in online store sales in under a month is now showing to become the monster truck of revenue. So as I personally sneer at “Nintendo stock hit a five year high of $58.45 a share this year, only to shed more than 40 percent of its value this month, with a year-low of $33.90“, I see clear numbers that do not support the actions and recommendations of these analysts. The titles Super Mario Odyssey, Mario Kart 8 Deluxe, The Legend of Zelda: Breath of the Wild and Splatoon 2 represent 40 million copies sold. This implies that every Nintendo Switch has at least one of these games and that is an amazing result. Now set this against a company like Ubisoft (as a mere example) with Assassin’s Creed, 100 million copies over 11 titles on 3+ systems, Far Cry, 25 million copies over 6 titles on 3+ systems and Watch Dogs with 2 titles on 3 systems, 10 million copies sold. These are all decent games and when compared to four titles on one system, we start seeing the first part where the others seem to be getting it wrong. That is the comparison that some analysts do not seem to grasp. In addition, the close to flawless results against other titles on other consoles show and we have not even started with the millions of players playing Pokemon on Nintendo handheld systems.

On the day of Saint Nicholas we look at these kids and we see the overwhelming need and desire for gaming, consoles and handhelds. For the next 4 weeks it will be about that group and I predict that Nintendo will be looking at another half a billion if the previous record is anything to go by. It is likely that Boxing Day sales will add to that revenue surpassing my prediction. Clever grandparents adding an optional $30 gift card for their grand-kids to get several games cheap on boxing day sales, adding even more to the Nintendo profit coffer.

Even Forbes gave me the thumbs up (virtually that is). They had the top purchase mention with Nintendo as one of the titles and the PS4 as the most talked about, no mention on Microsoft. Even as Apple got a few mentions, the words ‘Microsoft’, ‘Surface’ and ‘Xbox’ were absent in that view (at https://www.forbes.com/sites/forbes-finds/2018/11/12/5-best-headphones-under-100/#47cb25aa5239), in addition the aggressive discount that the Nintendo gives with their Switch plus Mario Kart in the Netherlands is seeing its own fair share of mentions. If the feast of Saint Nicholas has one drawback then I would think it is the longer absence of board games. Playing a game like monopoly whilst unwrapping a present whenever one player passes go was heaps fun. There was the tension which name was drawn and as present by present was opened; whilst we played monopoly and had hot chocolate milk (it is cold in the Netherlands in December) was a level of fun I still miss.

Yet, we must not forget the hardship either, and there is a lot of that and a lot more coming; in the last year over 50,000 children died in Yemen from hardship, disease and famine. I expect that in 2019 we will see that the 2018 numbers will surpass the passing of 100,000 children. The children are too young to face what other children have to go through in other places, yet we adults cannot afford to do that. If I had to forego my optional Nintendo Switch for one child in Yemen to have a decent meal, I will end up not playing a Nintendo Switch for some time to come, even as the child still dies and I merely prevented it from dying on an empty stomach, I would do so. Even as the peace talks are being held, I fear for the lack of progress, as this is not in the interest of Iran. It is still progressing on arming Houthi; it is still facilitating via Hezbollah and the children are merely in the way there. From my point of view Europe is enabling it as they want their nuclear accord, an accord that is not likely to be the value of printed paper, the Iranian missile tests can be considered proof in this. In this part Prince Khalid bin Salman bin Abdulaziz Al Saud is actually in a very dangerous place. Even as he is with an ally, as the Saudi Ambassador to the United States, we see that the danger is twofold. As more and more US politicians are seemingly ‘bashing’ Saudi Arabia, yet they seem to ignore the danger that Hezbollah is there, we see the start of imbalance, and as this imbalance continues, so do the events in Yemen killing even more children. The hollow words like ‘Iran has praised Yemeni peace talks scheduled to take place soon‘, they want their version in charge in Yemen, not the elected one and they are willing to let millions of kids die to get that done. So whilst the US gives us “The United States has displayed pieces of what it says were Iranian weapons deployed to militants in Yemen and Afghanistan“, whilst at the same time US politicians are unbalancing their allied commitment to Saudi Arabia, we see that in the end it is a political stalemate with the lives of all the Yemeni children in the balance and there is no reasonable chance that the children there will get a better deal out of it.

So as we see the independent giving us the goods and the stage of truth last week with: ‘US struggles to find footing on Yemen, as Iran increases influence‘, we see (at https://www.independent.co.uk/news/world/middle-east/us-yemen-civil-war-iran-influence-saudi-arabia-bombing-trump-weapons-houthis-rebels-a8661546.html) that the US and mostly its politicians seem to have lost their perception on the larger game. the quote “The US Senate, angered in part by the White House response to the killing of journalist Jamal Khashoggi, on Wednesday voted in a surprise move to advance a bill that would cut American participation in the Yemen conflict“, the emotions towards a previously unknown journalist (and ignoring all those imprisoned and dead journalists in Turkey) is setting the stage of enabling the Iran agenda. Vetoed or not, it will up the pressure on Saudi Arabia and in all this, the populist pressure is one that historically has turned anti Saudi more often than not, increasing the larger issues towards Prince Khalid bin Salman bin Abdulaziz Al Saud in other directions as well.

In all this does America even know who their allies and enemies are? The question is more important than you think, as we see on the feast of Saint Nicholas that millions of children in Yemen are abandoned. So what did this have to do with games?

When you watch your child play some Call of Duty game and you realise that it is not Battleground 5, it is not Call of Duty, or Fortnite, but it is the game ‘Holy Defense’, created by Hezbollah to let gamers and players kill ISIS members. When we are treated to: “Hezbollah has developed a 3-D computer game to capture the minds of its youth, while showing them a good time.” When you see your children play this free downloaded game in Europe and America, how much safer was the Nintendo Switch with their family values to begin with?

I agree that this is not a fair remark for Sony and Microsoft and they are not part of this in any way, but when it comes to First Person Shooters, can parents even tell the difference anymore? And when it is getting to close to the factual truth, can they even perceive how many children are getting killed in the process whilst Yemen is facing delay after delay? Should that not be the central issue on the day of the patron saint of children?

 

 

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Heating at what price?

We all know it; in winter it is about the heating, in summer about the quality of the fan, in addition, we need to make sure that apart from food, and drinks that we have the proper attire. We have known this for almost a lifetime. So even as this is known in the US, President Trump decided to have a conversation with Saudi Arabia to increase production to keep prices down. It seems really nice that Saudi Arabia came forward, yet they had no practical reason to do that did they? Not in an age of bullet points, business cases and maximised profit.

Oil is a commodity, and in the professional world of business, you have to go for the buy low, sell high equation if you want to be in business. So I was surprised to the extent that Saudi Arabia was facilitating towards America.

Yet this is seemingly coming to a halt when Bloomberg treats us to: ‘Putin Says Russia and Saudi Arabia to Extend OPEC+ Oil Pact‘. In itself the title does not give the US the warning that they need to read, the text does however give us: “OPEC, which pumps four-in-ten barrels produced worldwide, will convene in Vienna on Dec. 6 to discuss output cuts after oil prices in November suffered the largest monthly drop since the global financial crisis in 2008” the article also gives us “an advisory group to OPEC told ministers the market is oversupplied, with a need to cut about 1.3 million barrels a day from October levels“, apart from Bloomberg, there were several others showing the news, adding their own political flavour towards facilitation and that will be discussed soon enough. The shape here is not merely that there is oil in the Al Saud family, it is the fact that they are (as any good business does) trying to maximise what they have. People seem to forget that. It might seem a buyers’ market, but that is merely the presentation, once production stops for 12% or more that balance will change really quickly. Let those who want it somewhere else, go somewhere else. The direct impact is that it merely drives prices faster. Even as there is an oversupply, the entire setting seems to be focussed on getting past this winter, the players are in error not to focus on the next winter, for that part will be impacted and it will be a large impact.

As the conversation between Russia and Saudi Arabia continues, whether or not it is some OPEC+ setting, the setting that is evolving is one that I mentioned in ‘Two issues in play‘ (at https://lawlordtobe.com/2018/11/20/two-issues-in-play/). The day after we saw Senator Lindsey Graham (R-SC) giving the statement that Crown Prince Mohammed bin Salman was “unstable and unreliable”. So as we were treated to ‘Putin says Russia, Saudis agree to renew OPEC production cuts‘ mere moments ago. How much reserve is there? How long until the prices are raised, optionally just before Christmas as a speculative Ebenezer Scrooge bonus to your household?

The entire matter was just waiting for an opportunity to happen, as we see this unfold over the next few days, we will see additional parts too. The best example that anyone who served knows is that there are three people you do not mess with. The first is your Supply officer, the second is the payroll officer and the last one is the cook. These three are sacred and you leave them alone. So why push the person who is a supply officer, that impacts your payroll officer (as you end up with a fair amount less) and that in turn unbalances what the cook gives you as you cannot afford a full meal. As the price of food goes up, as we see clear data from several sources (Washington Post and HILDA) that larger groups of workers have been on stalling incomes for years now, have I made a clear enough point? When the total income is the same and food prices go up, what would you surrender to the currents of loss, once you realise that fuel prices will be on the rise as well?

In anticipated opposition, don’t give me that ‘ethics regarding Jamal Khashoggi‘ routine, because the bulk of the US senate and US congress have not made any noise regarding all those journalists (well over 240, with over 140 wanted) in Turkish prisons, several of them for life. Not much noise is there? The fact that Turkey isn’t getting slammed for being an ally of Iran is still a mystery, yet there might be some European need there, especially around some ‘nuclear accord’.

Even as I anticipate some reaction in all this, we must also heed the opposition in this. Here I call for Oilprice dot com. Martin Tillier gives us (at https://oilprice.com/Energy/Crude-Oil/Oil-Output-Cuts-May-Be-Coming-But-Dont-Bet-on-It.html): Crude oil has been in freefall, with both Brent and WTI having lost around a third since hitting highs in early October. There are some demand related worries involved as trade wars threaten to slow global growth, but the biggest reasons for the drop are supply related. A couple of months ago, those highs were achieved in anticipation of a disruption to global supply as the Trump administration’s abandonment of the Iran nuclear deal with Iran and the resulting sanctions took effect. Since then though, a few things have become clear. Firstly, U.S. production has been stepped up by more than imagined. In addition, the Saudis increased their output to help offset the expected loss from Iran but, most importantly in that context, that loss doesn’t look likely to materialize“, he goes on giving us the tough talk part and he is right. Whether we see it as political windbags or perhaps merely a storm in a cup of tea, the impact is not merely some good needed, it is a larger issue that goes beyond supply and demand. Just like the predicted shortage of concrete for the building of Neom city. Those who saw it have been upping their ability for production. Several have doubled it and there is a chance that the UAE will have its own large concrete facility soon enough. As Saudi Arabia could decide to cut production, it could in addition merely seek to seel part of it elsewhere. The end result is the same, yet that trajectory will be much slower. For the current administration it is about getting past this winter, with the next winter being a larger impact on the elections, so it will also impact the cost of living all over the US.

CNBC gives support here (at https://www.cnbc.com/2018/11/28/expect-a-saudi-first-policy-on-oil-production-cuts-regardless-of-trumps-demands-analysts-say.html). It is early days and what we anticipate or expect does not usually happen, yet with “Analysts believe that despite Washington’s geopolitical leverage over the kingdom, after its staunch defense of the Saudi monarchy amid accusations over its alleged role in the murder of Saudi journalist Jamal Khashoggi, Riyadh will still pursue its own economic interests rather than abide by the wishes of President Trump. The pivotal question hanging over oil markets remains that of production cutbacks. Who will tighten their taps, and by how much?” This is the game for now and even as it is all set in common sense, the one part we cannot anticipate is ‘by how much?‘, I predicted a rough 12% a week before this article came out and so far, the fact that it is still likely to happen before the end of the year, optionally before before Christmas, it does remain to be a the speculative part for now. I expect Russia to try and get a consensus with Saudi Arabia to go well over 12%, optionally closer to 20%. It is essential for Russia, it will be good to the super wealthy oil friends that President Putin has and it will also bring joy to the coffers of the Saudi Monarchy. The question is who can pick up that slack and how fast. The US has its own facilities in it, yet could they keep up? Leave it to the US to piss off 3 of the top 5 producers, which leaves Iraq and they do not have the working infrastructure, moreover, volatility is still their middle name for now, as well as the fact that they merely produce 16% of the other three that the US insulted (more than once I might add).

So will oil prices go up? If the US is set on its current policy, the issue of oil prices is a given certainty, the fact that they will go up before winters end seems more and more likely, yet by how much is not to be anticipated. In this Saudi Arabia, merely needs to have a ‘technical glitch’ and the pumps go down twice for 2-3 days, and the damage is done. At that point, Saudi Arabia merely has to drop production for 15%-20% until the technical matter is ‘resolved’ and all the US can do is pray for Saudi Arabia to accept the assistance of their engineers. Although as Saudi engineers go, their knowledge might be (vastly) superior in all this, they have had plenty of time to get ahead of the curve for some time now.

Should this happen, what will the US do? Throw a tantrum; throw a curveball? I am eager to find out, because the entire journalist part is still a matter for discussion. You all seem to know Jamal Khashoggi. Yet how many of you know Mehmet Topaloğlu, killed by the Turkish police, as was Metin Göktepe. Then we see Önder Babat, Serena Shim, Rohat Aktaş and Yaşar Parlak. The Turkish authorities have shown less than 0.5% effort here when comparing it to Jamal Khashoggi and the silence from the US in these deaths (a few of many) have been deafening, we can ignore the European Union in all this as they seemingly do not care. So when I made the claim that Jamal Khashoggi is merely a convenient puppet to hit Saudi Arabia with, I knew what I was talking about. When we see that inaction is the natural state, the entire Jamal Khashoggi was a game of political players, emotions used to drive an audience, an audience giving Google search currently well over 72 million hits when we see for that JK journalist. Try that with one of the other murdered or imprisoned journalists in Turkey, they are not even a blip on the radar. It is my speculative thought that Neom and the future drive by Saudi Arabia scared the US as it did several European players. It is the first time in history that a Middle Eastern nation has the ability to put the US and EU to shame with their lack of technological progress. They claim to have it, yet Saudi Arabia is making a move towards ‘showing to have it‘, changing the game for both the US and Europe.

This is where we see the difference. China and Russia see this as an opportunity, whilst Europe and the US are seeing it as an inconvenience. In Europe it seems that only Salini Impregilo is taking the charge of that future, having scored already well over half a billion in contracts, the rest of the players are either under the surface or not there at all. Is that not odd either? When we see close to a trillion dollars in opportunities in Saudi Arabia, the noise should be deafening but it is not.

How does that matter?

Well, if oil fuels the coffers, the daily input is more than enough to warrant actions, yet I see not activity anywhere, not to the degree it should have. In all this, within a day I found a way to revolutionise information using 5G (designing a new device in the process), and there we see opportunity, a pilot the size of a city that could have global repercussions and no one is there. I cannot be the only player in town, my ego would never be that delusional, yet there is not activity at all. It makes sense that it is not out in the open, yet some people would have to file for concepts, optionally for patents and I see the light of at least 4 of them right there, yet there is no visible action, and believe me, as a Master of Intellectual property law, I do know where to look.

Karma kicks greed’s ass

We have all seen the news when it comes to Huawei and the list of those banning them is growing, there too we see that China has a vested interest in making a local company a true success and there we see the options too. So when we consider the Verizon offer: “As part of a 10-year agreement, Verizon will expand its wireless small cell infrastructure to build out its existing 4G LTE network and prepare for 5G deployment, with streamlined permitting from the City of Boston. TV licensing will also be amended to support an expansion of Verizon’s Fios TV service to more neighborhoods“, it came in 2016. So consider the actual wording ‘as part of a 10-year agreement‘ and ‘prepare for 5G deployment‘, by the letter, it implies that Boston will optionally not have 5G before 2026, in this it could optionally have been in the foundations of Neom by 2021 (depending on then the first buildings are completed). It would be a kick in the nuts for the US to have something operational after Saudi Arabia, does it not?

Karma bites like Piranha if need be.

This all impacts the oil price, because the Saudi Crown Prince is driven to get Neom right, it also impacts the coffers so whatever is done regarding the oil, would optionally not be allowed to endanger Neom. I cannot prove that, yet I am decently certain that this is the case. We can see this as an opportunity, that as the US seeks options, it can make other offers to offset the optional ‘loss’ to Saudi Arabia. If enabling can be done in money or goods, offering goods is still an optional path to take for the US, yet they too need to realise that the overly visible acts of playing the ‘Khashoggi blues’ whilst not making any noise on the ‘Turkey newspaper shuffle’ is going to be a debate soon enough, especially as there is enough evidence that Turkey has been facilitating for Iran.

In the end

In the end it is about the oil prices and I expect them to go up regardless of what happens, yet there is leverage to a small extent, the amount of price increase is one that could be under negotiation. The question is, will we see proper actions by the US and Europe to limit the price increase and the impact on their citizens? I expect to see an answer to that part within the next two weeks.

Have a fun Monday!

 

 

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The economic insanity

We all have our limits, we all have parts we look at it and it just does not make sense. I am no different in that regard. I cannot fathom how a business survives at times. We all get that. I grew up having to walk to the grocer, the butcher and the general goods store when I was young. I got beef from one, I got cabbage from the other, we even had a potato vendor on a street called Vierambachtstraat (Rotterdam); this potato man had half a dozen of different kind of potatoes, sweet, non-sweet, large and small. We would pick up a bag 3-4 KG and it would be more than enough for a week (household of 5). At some point he left us, he stopped, the grocer remained for a while, yet I was still around when he left and it was replaced for a record store. The general goods store had already left. You see, a Supermarket called Albert Heijn had taken over and the other stores could no longer remain there. The butcher remained, yet over time he too would fall away it is now a furniture store I believe. My house is still there, yet none of the shops remained, over time they were replaced by other shops, a mere sign of the times.

So when I was confronted with ‘Interserve shares fall as growing debt sparks fears over its finances‘, I initially merely glanced. An outsourcer called Interserve; it seems to be something trivial. That is, until you realise the part “The Company, which carries out building work and provides services such as cleaning, said debts would be between £625m and £650m by the end of the year, having earlier said debts would be £575m to £600m“. So even if we would trivialise all this, in which universe would a company have any chance to survive with an initial debts of ‘£575m to £600m‘? The fact that it will be fifty million pounds more should be the fuel to the fire. A company will be in debt for well over half a billion pounds and people are worried? Why on earth were the members of that board of directors and their children (and grandchildren) not sold into white slavery on a market in Marrakech? You see, I get it, any company will have downturns and we should allow for repairs on that, yet when a company is the pressure on the existence of small companies, whilst it act as a behemoth with a workforce of an estimated 75,000 people worldwide, we need to up the ante. These people are pushing the envelope hoping that they would be like any bank ‘too big to fail‘ leaving it up to politics and wheeling and dealing to get them out of the hot waters, to save and saviour their hot potatoes some might say.

Even as we see: “It comes a week after Interserve was forced to comment on the state of its finances, after shares tumbled to a 30-year low over fears it was heading the same way as Carillion, the rival outsourcing firm that collapsed in January“, was that not a wakeup call to set the stage to push for oversight much faster?

We are also introduced by Russ Mould, investment director at AJ Bell to: “Chief executive Debbie White and her team are clearly doing their best to steady the ship at Interserve but the admission that net debt will end the year higher than expected, not helped by how the cash inflow from the troubled energy-from-waste business will be lower than hoped, means the company has yet to reassure shareholders and potential investors about the key issues that face it.” I am not sure how we should see this, in view of: ‘how the cash inflow from the troubled energy-from-waste business will be lower than hoped‘. When should we accept ‘lower than hoped‘? That implies speculative investment with funds that they never had and playing the gamble card in corporate expectations. So when these debts hit full on, who gets to pay for that, the taxpayer? It is my personal believe that until the debt is gone, none of the board of directors should be allowed any income above £100,000 with in addition all bonuses scrapped until the company goes out of the red. In addition, there should be no weight to the claim: “Interserve, which provides a range of services for schools, hospitals and government departments across the UK, agreed a £300m rescue plan in March, at a time of heightened pressure on the outsourcing sector and in the wake of Carillion’s collapse under a mountain of debt.” From my personal point of view, they took jobs and under-priced them forcing the small fish out of the water of revenue, and then they use that shortfall to push taxation to zero whilst walking that path too often in too many divisions. That is how I personally see this and I might be wrong. Yet in all this, that is seemingly the path too many large players play it, undermining services for the longer time whilst the others have no option to get into the business. The government might like the short sold services as it looks good on their costing spreadsheet, yet when group of 75,000 people end up to the larger extent being unemployed, the damage will merely increase for all the parties involved. Russ Mould also gives us: “some investors would wonder why Interserve was waiting until 2019 to unveil a new plan designed to reduce debt, whilst the share price slide suggests the company’s situation remains acute“. In light of that we see the urgent need for players like that to suffer a lot more oversight, the withdrawal of all bonuses and capping of income. In a state where we see an escalating stage of danger to staff members on almost every level (I did say almost), we see (at https://www.interserve.com/docs/default-source/investors/financial-reports/integrated-reporting/2017/2017-full-year-pdf’s/governance-report.pdf) the mention of something I will address shortly, whilst we see (at https://www.constructionnews.co.uk/companies/contractors/interserve/interserve-ceo-set-for-125-bonus-for-2017/10030955.article). Can anyone explain to me how well over half a billion shortfall gives rise to: ‘Interserve CEO set for 125% bonus for 2017‘, you might think that this was merely last year, yet consider that one company has a shortfall of well over half a billion in one year. That does not happen, this has been going on for a much longer time and whilst we accept that any company gets to have a hard time, it seems utterly unacceptable that its board of failures in managing that get to go home with £525,897 (the bonus of Chief executive Debbie White) for 4 months of work and if things go really south, to sit at home on the sofa optionally watching Netflix and porn for 5 years whilst the market ‘restores’ itself. It gets to be even less tasteful when we also see: “This includes an annual variable pay (AVP) bonus of £270,089, which is 125 per cent of her pro-rata base salary of £216,667 since she joined in September 2017 – the maximum available under the AVP scheme” are you feeling betrayed yet? She should be regarded as HMRC positive and kept in isolation, removed from income until the company is again in the non-red numbers zone.

Was that over the top?

When we consider the first report which is 62 pages, we see that plenty of space was used to give rise to bonuses where three people get to go home (in a best case scenario) with £2.555, £1.593 and £1.168 million. In a setting where we see that a company minus zero setting, towards the one billion mark in the red, how is there even a case for a best case scenario? How is it that we see all kinds of share and cash deals whilst there is a real issue with this type of company? Should we not see a whole range of other questions holding the HMRC responsible for allowing this situation in the first place? Whilst the cheapest of the three (other executive director), optionally being a figure of speech for a lot more than one person the issue merely intensifies. Their minimum pay is £380K, which is close to 1,800% of the average annual UK income; giving rise that one year would enable a person to afford a person to go on a holiday for close to 10 years. I never had that option, not in two decades of loyal service, interesting how some people are just not held accountable for bad turns is it?

So whilst these high and mighty desk jockeys get to relax over Christmas, considering on how to tackle it all in 2019, as per ‘Interserve to roll-out £650m debt reduction plan‘, they will leave staff in pressure and under threat of being laid off. It gets to be even worse when they ‘hide’ behind “This deepened due to additional cash outflows on Energy from Waste as well slow payments in certain Middle Eastern markets“. If they have been there they know what the cycles of payments are. They know on what is to be expected. So if there is plenty coming in, there should not be an issue. When jobs fall through, it is known as well, so even as there is a slack from the energy from waste, it seems that merely lose statements are given and they might not hold water under accountancy scrutiny here.

As for the books

There we see that PwC are to be the financial advisors, some sources give rise to other parts. The independent report (at https://www.interserve.com/docs/default-source/investors/financial-reports/integrated-reporting/2017/2017-full-year-pdf’s/financial-reports.pdf) talks about ‘we’, but who is ‘we’? The report is 100 pages and it was set for the December 2017 point, yet there too we see a few things. If we are to accept certain previous statements, we see “We performed targeted procedures over component entities in Guernsey, Oman, Qatar, the United Arab Emirates, Saudi Arabia, Australia, Hong Kong, the Philippines and the United States of America. We performed analytical procedures over component entities in all other geographical locations“, so when we see the larger picture, how does the ‘Middle East’ reference hold water? This would imply they’re UAE, Qatar, Oman and Saudi Arabia customers. There are still plenty of other locations, even if it is largely weighted to those 4, the mention “as well slow payments in certain Middle Eastern markets” seems less valid. The shortfall of well over half a billion does not hold up, because if it was all due to investment, there would not be a shortfall to report, those debts are different. That is where the report on page 114 seems to give a little light. We see: “A further update was given to the market on 21 March 2018, indicating that short-term facilities had been extended for a further month to 30 April 2018. The Group announced that it had concluded refinancing negotiations and had arranged access to committed borrowing facilities of £834 million on 27 April 2018.“, on the other side of that page, we see: “assessing the appropriateness of sensitivities applied to the Adjusted Cash Flow Forecast to evaluate whether liquidity headroom and covenant compliance had been subjected to appropriate stress tests;” when they come up short by another £50 million, one might argue that either the stress test was wrong, or elements were unknown or merely ignored. I cannot tell what, why, who or which, yet it does not seem to add up.

So as that page ends with: “As a result of our work, we concluded that there were no matters in relation to going concern to which the ISAs (UK) require us to report to you“, I will offer that the news is giving us a £50 million reason proving that statement to be wrong (or at least partially). There is also increasing consideration that the auditing firms needs additional scrutiny, as jobs are handed over from one firm to another, there is the option that it speculatively gives rise to nepotism, as well as the danger that they all play the same game in what should not be required to be reported. The last is also highly speculative, yet the shortfall over 50 million as well as the debt surpassing half a billion proves me at least partially correct.

The question is how to move forward. There is a point of view that gives rise to a lot more than merely changing the laws towards outsourcing. There should be a long term accountability system in place, as it might all seem to be nice and correct on the balance sheet, the mere worry is that there is a long term impact. Should we see additional pressures where Interserve goes the way of Carillion, there might be a pressing point to start considering making that change. In an age of global accountancy where the costs are stored local, whilst indirectly the booked profits are staged to go to the land of the shareholder (wherever that is) we see an imbalance of accountancy that is seemingly all fine, yet makes no logical sense altogether. That might be one of the biggest settings that governments are facing in Europe and on a global stage.

Perhaps I will take tomorrow to give you a clear picture on what I mentioned here in examples. At that point I will be bringing graphics to the table as well.

 

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Terrorism is OK

How is that for a title? Is it nice, cool, rad or merely scary? One would think that people wake up at some point, especially when we see the condoning of terrorism because of the ‘signs’. It is in that light that we need to see the New Yorker and what it brought to the people (at https://www.newyorker.com/news/daily-comment/the-ceasefire-in-gaza-a-turning-point-for-hamas-and-netanyahu). Here we see the writing of Bernard Avishai, a man who teaches political economy at Dartmouth, Dartmouth being a private university in Hanover, New Hampshire. It does not matter where he is teaching, from my personal point of view; the man has been in a stage of historic denial. You see, over the ages Hamas has only ever agreed to a cease fire when the ammunition was lot and they would only keep it until the stocks were back up. In this stage we need to consider what the impact is. You see, the issue is not that missiles were fired on Israel; it is the fact that 400 were fired. The storage for this would have been pretty enormous. This also implies that for the most, the rocket fire is done with the ‘blessing’ from the Palestinians to a much larger extent than we ever considered before. The even more hilarious view is given by the Washington Post with: “Why did Israel carry out this military operation at a time when many were heralding novel progress in diplomatic steps toward alleviating tensions between Israel and Hamas?” My response would be: ‘Didn’t you guys lose a temporary reporter recently? How much of a stink did you kick up over that one? So when 400+ missiles get fired at civilian targets in Israel, we see clear cause and even the consideration that the response was disproportionate (too light), in this that for every 10 missiles one building van get flattened, Israel can still lower the maximum altitude towards zero for at last 35 buildings at present‘.

From my point of view is that we need to hunt the money. These were not some 400 garage band projects, they were ‘commercial’ products (and not cheap) and there should be a trace on where they are from. 400 missiles, even over 10 months is just too much of an amount. There will be a trace and that stuff needed storage, even if it is after the fact, we need to look at the options at what could be backtracked. There is also debate over ‘Israel risks igniting a war that no one can win‘. I agree that there is a partial truth in all this, yet the risk is already ignited as the premise of premeditation that it takes to launch a 400+ missile attack, yet the Washington Post is not really that interested in giving us that light, merely keeping the darkness alive in hindering the light to shine on the truth of attacks against Israel. We can argue that Boaz Atzili has a point or two and he does have them, yet the lack of illumination on the actions of Hamas is also leaving me with a question mark in all this. In addition, the news (very generic) giving us Likud Minister Tzachi Hanegbi downplaying the rockets is also an issue, let’s be clear that it is a valid political play, but the stage with 400+ missiles is a changed stage and the denial over that is a little too weird for me. You see as a national security expert he knows better, the storage, the preparation to get this done was decently impressive. The timeline before this will be equally important. No matter how many rat tunnels are drowned. There is a direct need to look into the trace these missiles back as this will happen again and again and the next time it could optionally hit the wrong place (what Hamas calls the bullseye) and at that point the fence comes of and we do get a full scale war. We could consider that the pressure is removed as Gaza becomes part of Israel, yet another option would be preferred by pretty much every party (including Israel). It is there where we see the agreeing light to the statements by Dr. Mordechai Kedar. He gave us (more than once): “What would the UK have done to anyone who launched 400 rockets at its civilians? How about just one rocket? What would France do to anyone who dared launch one single rocket at its territory? What would any US president do to Mexico if it dared launch one mortar shell at America?” The bulk of the world has had enough of the mind games that Hamas and Hezbollah plays (as well as Iran and to some degree Turkey too) and the people are getting angry, they want it resolved it in any way that takes Hamas and Hezbollah out of the equation permanently. If anything that feeling is mostly fuelled by the images from Yemen, a situation that Hezbollah was a much larger part of than the news is letting on and the people are realising that too, hence the increased anger and frustration from the civilians in nations all over the globe.

Then we get one accusation that is a much larger issue. When we see: “Qatari money is being transferred at Iran’s behest. Iran’s rulers, under severe economic sanctions at present, do not want peace and tranquillity between Israel and Gaza. On the contrary, they want the smoke rising from a war between Israel and Gaza to divert media attention from Iran and the “deal” which granted the Ayatollahs 150 billion dollars in cash with which to destroy the Middle East. Qatar, a long-time supporter of the terror espoused by organizations whose ideology originated in the Muslim Brotherhood, backs Hamas publicly. It has, for the most part, built the infrastructure, including the military one, for a Hamas state in Gaza.” It is an issue as the evidence is required. It will not only end any nuclear deal, there would be enough public outrage that any politicians who was connected into diminishing this part in the equation, that person will be an outcast, the people will demand that person to be removed from office for life and the media is actually aiding some of these connected politicians. Certain people in the EU will see another light if we can ever clearly show evidence of their ‘assistance’ in feigned opposition to Hezbollah and Hamas, as it comes with a large consequence. One that needs to be put in legislation, yet the calls for an adjustment that a political voice is set to zero if any terrorist assistance could be clearly proven. To get there it is more and more important to trace the missile attacks not merely before the attack, but collect the evidence after the attack so that a much better case could be made against those supporting Hamas and Hezbollah through military hardware. I make it sound easy, but it is not, the water is deeply dark and there will be no clarity, not for a long time. Yet identifying the players in all this is becoming increasingly important., and there is a call to expose those who seemingly hide behind a humanitarian political cloak, and let’s face it the people have a right to know, do they not?

Yet the issue remains clouded and it will do so for some time. So as we see innuendo, gossip and covered information take the central road in all this, we need to consider the impact that inactions have. Even as we see US actions with: “The U.S. Department of State announced on Tuesday rewards of up to $5 million each for information or identification leading to the capture of the following terrorist figures: Hamas leader Saleh al-Aruri, and Hezbollah leaders Khalil Yusif Mahmoud Harb and Haytham ‘Ali Tabataba’i” we need to wonder if it has any impact at all. A Dark web ‘source’ made mention that one of them (Hezbollah) is supposed to be at a place called ‘مسجد الإمام الهادي يحيى بن الحسين’ either within the next 72 hours, of was there in the last 36 hours (the text was ambiguous and the translation by Google did not make any sense at all). Parts of the other text translated to a mosque supposedly in Sadat, which is in Egypt and that made even less sense to me. So relying on Google translate does not seem the best idea in any of this (as well as the fact that I cannot decipher the native Arabian alphabet), yet the exercise was important. Knowing the elements you cannot fathom in the first place is a first step in finding the limitations of a thought process. Data is the foundation of creating the timelines we need down the track and the lack of effort that are seemingly in place is impressive.

Even when we accept: “Qatar played a bad role in supporting the Houthis, especially after having already fought them as a former member state of the Arab Coalition, is self-destructive behavior, “ Al Adini said while explaining that Qatari leadership fully understands that Iran’s agenda in Yemen threatens both Arab and Gulf security“, we are seemingly missing a larger element in all this. You see, Hamas, Hezbollah, Houthi forces, Qatar and Iran are all elements in all this. They are all elements in a progressing destabilisation and money is the central key here. The issue has been going on for a year when we were first treated to “Saudi Arabia, the United Arab Emirates, Egypt and Bahrain have imposed a near-total embargo on Qatar since June 2017 over allegations of Doha supporting radical groups and seeking closer ties with Tehran“, I always have doubts, but the given links are becoming overwhelming. It is not merely ‘where there is smoke, there is fire‘, it has evolved into: ‘There is so much smoke in this room, I can no longer see the walls‘, ignoring this and ignoring the games that Iran is playing in all this is becoming a very dangerous stance to maintain.

I did do some (highly speculative and debatable) research in this and there is more and more alleged links towards bitcoin exchange on the dark web. This leaves me with the worry that there are even more Qatari links active as there would be an easy method for Saudi’s to use their banks as they do not reveal anything to anyone ever, so whoever is using this path is requiring an almost total level of isolation. I am not stating that Saudi Arabia is innocent, but the implied facts give more and more rise that other players are using the dark web to launder money and make payments as well as supportive accounts. This is a stage that cannot be proven as any link will never go towards any source that has any value, yet I searched as 400+ missiles represent value and deployment of such resources will cost a fair bit too. So I looked into whatever dark web search I could. Now, there is no way to get anything remotely reliable and my method was as plain as it was useless. I merely looked at the haystack hoping I would see anything metallic (optionally the needle we all seek). That is as good as it gets and even as I got more and more details on optional events, finding the wheat from the chaff is unlikely to happen. I reckon me winning the lottery has better odds. Yet the idea that this path has been taken makes more and more sense so even as we cannot find the relative data, finding the relative data becomes increasingly important because there is every chance that places like Iran would use it to fund events for Hezbollah optionally all over Europe and finding the money is a top priority. Just on the side of all this, the fact that I (as a mere exercise) would have been able to get a Glock 17 & silencer for $1149 (and an additional $49 for two extra clips with a box of 50 rounds delivered to a drop place in the UK, and you still think the entire Novichok issue in Salisbury was as clear cut as everyone thinks? If I was able to find this, then the GRU would have known about it, that entire situation never did make any sense.

There were links that offered something more exotic, but I was unable to get there (reason unknown), so in all this there is a reason to check the links and there was even more reason to pursue or is that peruse the information? I believe that the dark web is the Chinese wall that both Iran and Qatar are allegedly using (extremely speculated by me at this point) to keep insulated from any accusations and therefor that data will become increasingly important. There was more, a Dutch Freelance (detective or Journalist) found an extremist with: “an .onion link in their bio. I thought, Wow, this is the first time I’ve ever seen a jihadist group using an onion link. So I opened it, and I was blown away. I sent the link around to a few different friends with similar interests, and they were also blown away. We wanted to think it was a scam, but there were just too many factors ruling against it being a scam“, I personally believe that the issue is larger and even as some can be stumbled upon, there is a growing trend to use .onion links like burner phones. To be merely there for a short time (a speculated 96 hours) and then abandoned. Yet in those 96 hours, traffic of goods and finances could have been completed. It would be the operations equivalent of an entire lone wolf operation with no chance to find it in time. That too gives rise to the need to start tracking with a long term need after the fact. Even as prevention should remain the initial need, the data could down the track be enough for conviction and that too is important. Yet, for the most I cannot prove any of this. There is a lot of implied and even more speculation linked in all this (as I stated earlier) yet the connections are too realistic and probable to ignore. If people like Ben Strick are correct and there is an actual setting of: ‘jihadi crowdsourcing‘ then the impact of escalations in Europe will only escalate with all the issues that follow, which is an additional reason to stat mapping all this. So unless we want to start living with the slogan: ‘Terrorism is OK‘ we need to start to think about creating solutions that can deal with inverted data funnels with an optional stage that an inverted funnel leads to 3-4 other inverted funnels. This is not an easy path and there is no real direct answer, because it is not merely which inverted funnel it goes into, it could be that the third tier is a funnel where the path is not where it leads to but where it went when the data bounced, that too is a destination and that path that skill will become increasingly important. To illustrate this is a lot harder, but I will try though market research. Consider an interview; it is a mere one on one event. Now we assume that the interviewee was the jihadi crowdsourcer’s data point. So we begin with a few simple narrow, closed-ended questions. From there on we move to broader, open-ended questions. This gives an optional pattern and we move from both specific and general questions. When we have asked enough questions (collected enough data), we enter a stage with Diamond questions, which is a combination of Funnel and Inverted Funnel questions.

Consider the image, we see inverted funnels (yes, go with it), so as we go from A, will B be the exclusion, or did it enter the funnel? If it entered, C is out of the question, so if F, yet E remains a player. This is near impossible and it is not in one transaction, it is over hundreds of connected transactions that certain players will be excluded, even more events are needed to find a group, yet there will be a pattern over time and that is what is needed. Yet if C is not an inverted funnel, but a funnel, or it as an inverted funnel and the traffic went through C, we now see that F remains an option and B, D and E were excluded. It will be a data collection over a much larger time frame that will prove this and time is what is needed. Most Jihadists will not care to live, yet the people behind it will always prefer to outlive events and it is the only way to get to them. You see, when we look at history, we all know Ghandi, many, especially Hindu will know that he was murdered by Nathuram Vinayak Godse. Yet the movie (by Sir Richard Attenborough) implies someone behind the screen and those are the people we need to find. It starts by proving that there was a person behind the screen. In case of Hezbollah that is actually decently simple as the amount of Yemeni missiles required is impossible Hezbollah to afford (or produce) in any way shape or form and it is easy to state that it was Iran, but we need the individuals to connect to it all and that takes time. ‘Follow the money’ is the most realistic path to take in this case. It is more realistic as Mossad has been unable to find actual missile traffic for the longest of times, and even if they did, it would be for one shipment. That too is still important as it links goods and money, so that path must not ever be abandoned, yet conviction without the money path proof is pretty much impossible and the time is now as we see more and more events leading to Europe and to a larger stage, so this path is becoming essential. If we translate the events to marketing (or market research) the same paths can be used. Whether we go via vendor, via drop point or via the path of the funds and buyer, we have the elements of awareness of what to get where, interest to get what is needed, choice of goods and purchase to go through and unless every stage was another person (not enough people) there is still a path. The unaware cannot purchase, the unaware cannot choose, the interested part is aware, a choice was made, it does not matter whether online or offline, it is not virtual, so there was traffic in some form. Even if the first two stages are negated a specific person has made the choice of goods to purchase, so now we have inverted or not a much smaller funnel to work with. In the end at the bottom we have the point of purchase (or point of sale) and there is a connection there. Something was bought/sold and funds are linked to that, so that part is optionally set in cement, the rest is not, yet the deployment path is still ‘riddled’ with actual people as well making the picture more complete. Now we need to find their optional connections to the dark web, if it is web and not dark it becomes increasingly easy, yet this is not a path where we bank on too much good news and there is in the end the question if convictions will be possible. Even if the path is an inverted funnel (showing what some call a Customer Experience Funnel view), we can see that the jihadists unite in certain views and if they were the advocates in this, it stands to reason that they try to engage to increase their footprint (and attempted funding). Finding that point will give optional identification of channels with an optional overlap to people linked to the buyer and/or shipper. It is a slow path, yet as time progresses an essential one. It achieves two parts, the first the optionally linked people, yet it also shows that those not linked to anything can optionally be excluded freeing up resources to refocus in this path, because this path drains resources and whatever resources there are available will be stretched. It is precisely the view we need to have as more data means more efficiency. One could argue that it could make it an optional track to find links to servers that have remained invisible for the longest of times, because if two people are found, there is the optional chance that they have gone to a .onion link that we have never noticed before and that would be a first true victory, yet in a short term span, if temporary is the name of the game, it becomes a near impossible task, should we therefore not do it? Are we ready to admit defeat by stating: ‘Terrorism is OK‘, or will we get the notion to get clever about it and limit the dangers we are exposed to. For this we can actually quote Tom Cruise (the Firm): ‘If you want the criminals, go after their lawyers‘, in the case of Hamas and Hezbollah, we need to go after their accountants and contributors, and optionally their military goods distributor as well.

If you truly want to decrease pressures in the Middle East, this will be the only path that really works. If you are delusional enough to consider peace talks, consider how many there have been since 1982 and how often it worked (as well as the cost involved). It is a discouraging picture that makes depression look like a healthy positive look on life.

Oh, and should you consider Europe to be completely innocent in all this, consider that Bloomberg gave us: ‘U.S. Warns Europe against Iran Payments after Austria Bows Out‘ (at https://www.bloomberg.com/news/articles/2018-11-15/u-s-warns-europe-against-iran-payments-after-austria-bows-out). The quote: “Austrian officials rebuffed entreaties from France, Germany and the U.K. to host the so-called special purpose vehicle, a system that the European Union sought to handle payments to Iran in defiance of U.S. sanctions” has absolutely no bearing on terrorism or fuelling terrorism. Yet it does show a desperate need to keep a level of facilitation to keep some Joint Comprehensive Plan of Action in play, a situation that has not been realistic for several months now. The issue optionally becomes a much larger vessel. Even as we see: “EU nations have identified Austria as the best candidate to host a special purpose vehicle that could handle payments to Iran, according to three people familiar with the negotiations. Austria itself is not so keen. Belgium, Luxembourg and France have also been identified as potential venues but Belgium and Luxembourg have declined while France is looking to Austria“, we see a nation not interested and an EU ready to take a desperate step, in all this, when we see the earlier quote ‘France, Germany and the UK‘. Why isn’t France, Germany or the UK doing this? It is that setting that shows a political game of facilitation on too large a field. From my limited knowledge, I feel that the EU is all about non-accountability yet the impact will be felt in Europe. Unless direct evidence can be produced by all EU signatory nations that this Joint Comprehensive Plan of Action could prove to be an actual solution. And in this I mean that politicians have to put their name under it and live with the consequences of being cast out of politics (for life) when it backfires, at that point we will end up seeing that no one would have been willing to put their name under any of this and you still think that Iran is merely sitting on the sidelines?

We need to figure this out before the Middle East destabilises close to completely and we are running out of time, if we have to choose, I personally see no other option but to openly side with Saudi Arabia in all of this, they might not be perfect, but with Iran as an alternative, we are basically ending up not having any options for any stable future at all. That part of the equation was given to us by the SMH merely a few hours ago (at https://www.smh.com.au/world/middle-east/us-eyes-ways-to-remove-erdogan-foe-to-appease-turkey-nbc-20181116-p50gew.html). when we see that the US allegedly accused through: “The Trump administration is exploring possible ways to remove US-based Muslim cleric Fethullah Gulen, a foe of Turkish President Tayyip Erdogan, NBC News reported on Thursday“, Turkey an open ally of Iran, as they are openly strengthening trade relations, giving even more pressure to the European union in all this, when the US ends up handing over the ‘enemies’ of President Erdogan to Turkey, so that they can be lost forever, at what point was Iran even a choice?

How much longer must we wait until we make hard and essential choices in setting a path that actually stops terrorist actions, because 400+ missiles can be considered as actual evidence that there is clearly a lack of actions on that front by way too many political players and governments as a whole.

 

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We are merely Tools

This is not a nice piece; this is not even a kind piece. It is a piece on reality, a reality that most people embrace. Yes, you, my readers and even more those who do not read this blog, they are all part on the setting of tools. In this case a tool named Jamal Khashoggi, a person who ended up being more useful after life then whilst he was still alive.

If we were to ask anyone on October 1st and before: ‘Do you know Jamal Khashoggi?‘ The response in 99.6% would have been a clear No! Even among the Washington Post readers, many will not have known him. Yet now, the numbers are reversed 0.4% will not know him, a number that is actually a lot lower lower than the world percentage of dyslexic people on the internet. So as a tool he has been useful.

Even now, when looking at the last few days of news we see:

  • Findings point to Jamal Khashoggi’s ‘body parts being melted’ in acid – News.com.au
  • Jamal Khashoggi killing: Turkish President claims ‘highest level of Saudi government’ behind murder – Nine.com.au
  • Who ordered the murder of Jamal Khashoggi? – Al Jazeera
  • One month after Jamal Khashoggi’s killing, these key questions remain unanswered – Washington Post
  • Khashoggi’s fiancée vows ‘there’ll be no cover up’ as claims emerge his body was ‘dissolved’ – SBS News
  • Khashoggi murder: Turkish leader blames Saudi state directly – BBC

And an overwhelming amount of articles are laced with ‘inside sources‘ and people like Yasin Aktay stating: “he believes it was dissolved in acid after being cut up“, yet these articles and the statements are absent of evidence, absent of clear documented and collected evidence giving rise to the quote made, merely people hiding behind ‘inside sources’ and ‘innuendo’, Nine News and others add a picture of the smiling Crown Prince Mohammed bin Salman, whilst there is no evidence of any kind that he was involved. So again we see “A Turkish official said he believes after Khashoggi was killed while in the consulate to pick up marriage documents, his body was dissolved in acid or other chemicals“, whilst three weeks ago, the Turkish government claimed to have audio tapes with evidence that he was cut up into pieces. So which version is true and why is the Turkish government not giving out all the evidence to show that they have it? Because the Turkish government does not really care, does it?

We see: “Turkey’s close ties to Saudi Arabia“, yet no one gives light to the fact that Turkey is for the most merely a puppet for Iran (my personal view in all this), that part is left out of the equation, the fact that Iran is in a proxy war with Saudi Arabia could pop up and that diminishes the use of this tool called Jamal Khashoggi.

Even as Nine News does give us at the very end: “Netanyahu said at a news conference that Iran is a bigger threat than Saudi Arabia and those who want to punish the Middle East kingdom need to bear that in mind. “A way must be found to achieve both goals, because I think that the larger problem is Iran,” said the Israeli leader, who attended a meeting of the prime ministers of Bulgaria, Greece and Romania and the president of Serbia at a Black Sea resort.”“. I believe that the statement at the end is pro forma only. All the networks want to use the emotional barrage of Jamal Khashoggi as much as they can. Most of the articles are absent of critical questions that for now, for the most have never been answered. The failing here is actually larger when you consider that for the most the failing is even increasing. Yes, that is actually possible at present, even a month after the event.

It is now Monday morning and the news that we see next was already out but I decided to let it simmer.

The headline giving us: Gates Foundation ends $5 Million Pledge Partnership with Saudi Crown Prince’s Charity over Khashoggi Killing. So in all this, Bill Gates walks away from business, now that is his right and his purse would not even feel the impact of those 5 million, but in all is this a wise thing? I mean when we look at it, the man (Gates) optionally deserves the death penalty for what he made his users go through. The Daily Mail claim “Microsoft claims Windows 10 deletion bug is FIXED but won’t release it” should have long lasting repercussions should it not? One life versus the long-time torture of millions, how does that relate? Or perhaps the report from last week: ‘Another Windows 10 bug lets UWP apps have access to all your files‘. So as it comes down to standards Bill Gates really does not have the best track record does he?

No one denies that something went bad and there are government officials involved, but who, or whom? We have yet to be presented with any evidence. The known factor that Turkey is appeasing Iran is left out of the media for 99%, the issue that the Saudi Consul general left for Saudi Arabia and no one is asking questions there is also a factor. I am not proclaiming that this man is guilty of anything. Yet there were two versions; one of them the media informing us that he ‘fled’, the other one is the Turkish President, giving us in regards to Mohammed Al-Otaibi: “a phone call he had with King Salman Bin Abdulaziz a few days after Saudi journalist Jamal Khashoggi was killed inside his country’s consulate in Istanbul. “The Consul is not efficient and I have told King Salman of this” and he is suddenly relieved from his position. The issue is that he media is not giving us anything, they are making it worse. The less than a dozen true journalistic sources are overwhelmingly repeating things like they are all copy/pasting Reuters and other vanilla sources.

The final straw in all this is actually his fiancée, who I will give a pass in all this. Yet the Independent gives us the headline ‘Khashoggi murder: Trump administration ‘devoid of moral foundation’, killed journalist’s fiance says‘ and the quote: “‘Some in Washington are hoping this matter will be forgotten with simple delaying tactics,’ Hatice Cengiz writes“. Both are optional truths, they are emotional ones and she might be the only person allowed to do that (apart from some co-workers at the Washington Post perhaps). There needs to be no moral foundation in America, the man is a Saudi Citizen. The second part in all this is that the optional crime was never done on American soil, or within American territory. This gives us that America is not even a factor here apart from the fact that Jamal Khashoggi worked for an American company. So do millions of others and I do not see that government speak out for them, or there neglected rights, do we? Why do we care about this journalist?

Several sources give us that 14,000 people died in armed conflict in Yemen, in addition over 50,000 died of disease and famine, where is your outrage against Iran and Hezbollah there? I agree that Saudi Arabia is part of it, yet that coalition was there on request of the duly elected government, the Houthi rebels have received ‘assistance’ from a terrorist organisation and a terrorist supporting nation and the lack of outrage here is disgusting!

And even as we see America taking charge, the news we saw hours ago (Source: GulfNews) when they gave us the quote: “Iran enters a challenging new phase in its economic activity and international relations, with the imposition of a series of tough sanctions on the regime for its failure to fully satisfy Washington and its allies over the intentions of its nuclear programme. But the sanctions too are being imposed on the Tehran regime that continues to flout international norms by arming, aiding and abetting the militias and armed groups from the Bab Al Mandab to the Mediterranean who further its sectarian and seditious agenda“. I cannot vouch for Gulf News merely because I do not know them that well, yet the absence is other news cycles to a much larger case makes it a worry. In addition, we saw the inclusion of Bab Al Mandab. The point becomes is this merely Yemen, or is there more to the story that involves an (extremely unconfirmed) setting of Moulhoule, Djibouti. And if that is so, one of the most prominent targets there is Oilibya, are they at risk? It is also a stage for moving both towards Eritrea and Somalia. Eritrea is less likely between the two, but a terrorist with options is never a good thing. We also see UAE tycoon Al-Habtoor stating that Hezbollah needs to be a prominent target. He voiced it as: ‘Hezbollah needs to be eliminated‘, which might be actually a little too diplomatic, but the story is clear there are two players in all this, who have been waving the Khashoggi flag, yet no one is really asking questions, questions that matter, are they?

There is more to this, there is a side that I have mentioned several times before, and here we see it clearly in ‘print’. The quote: “Frankly, I am worried! ‘America First’ is a slogan that inspires patriotism. Every nation has to put the interests of its people first. That is normal. However, actions taken by this administration under that slogan are alienating America’s friends. No country is an island by itself. We share one planet. We are all responsible for finding solutions to common threats. We need to be partners in the decision-making.” I am not against nationalism; it is a statement of pride (for the most). In France there is Marine Le Pen and there is no doubt, she cares about France and France alone, it is not a bad thing. The Trump administration is doing the same in the US, the problem is that in the EU, those commissionaires are mostly in it for themselves, and their cause. That is how I personally see it. Not some nationalistic pride, but the cohesion of continuing something that profits them and not the European civilians as a larger whole, that is one of the stages and it is an important one. You see the press in Europe has been going soft on Turkey, on Iran and on Hezbollah and that is impacting all other avenues. Yet they have slammed Saudi Arabia at every turn and a lot of it through innuendo and ‘unnamed sources’.

And in part Al-Habtoor is right, the problem is that Iran gets to continue to play their game through proxy and the payoff for Hezbollah is nice as it gets missiles to fire into Israel giving a rise of escalations is several places. Taking Hezbollah out of the equation makes sense on several levels. The world is a better place without Hezbollah and in addition as Iran cannot continue to act in proxy they must either enter a full-fledged war or back down and hope that Turkey will do their bidding. It is my personal believe that Turkey is not willing to get the limelight there either, not in that way.

The press is massively void of those elements that have been proven on several levels by a few sources, so tell me how weird is that?

Even now, in the last hour we see the Australian, the Business Times (41 minutes ago) and Haaretz (32 minutes ago), so in this Jamal Khashoggi is still a media bankable currency. Yet those sources have remained quiet on the Hezbollah activities in the last 24 hours, so you tell me on how Jamal Khashoggi has not been devaluated to a mere media tool, all having their own goal, yet I personally believe that the critical truth is not on their mind at this point, that story was old the day after he passed away.

And there are still people confused on why we stopped trusting the bulk of online news and the media as a larger whole. I believe that to a much larger degree we can no longer see the difference between fake news and the overwhelming amount media (and their) presentations that also print a newspaper.

 

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